Newsletters

Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. 1
Source: Employee Benefit Research Institute, 2013

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.


  • October

    Protecting Your Family’s Future
    Although many workers have group insurance through their employers, it may not be sufficient coverage

    Want to Be Your Own Boss?
    Developing a business after retiring from a regular job comes with risks and challenges.

    The Alternative Minimum Tax Trap
    Strategies that could help some taxpayers minimize the potential effects of the AMT in certain situations.

    Growth and Value Investing
    Understanding the difference between growth and value investments may help with making more informed investing decisions.

    Cybercrime Survival Guide
    Here are some specific cyber security threats and tips to help small businesses protect their interests.

  • September

    Teach Your Children Well
    This article explains why it is important to teach young people about finances and offers tips to help develop children’s financial knowledge.

    Rung by Rung: Building a Bond Ladder
    A bond ladder could help investors stagger the maturity dates of bonds to limit long-term exposure to low rates and allow some principal to be reinvested when rates are rising.

    How a Pension Could Affect Social Security Benefits
    The Windfall Elimination Provision and the Government Pension Offset could reduce Social Security spousal or survivor benefits in certain situations

    Women and Retirement Investing
    Focusing on education and the prudent management of retirement plan investments could help many women improve their financial prospects.

    Evaluating the Need for Long-Term-Care
    Certain insurance products could be used to help prevent retirement savings from being wiped out by the escalating cost of long-term care.